CSR Golden Portfolio - Great Chinese Stocks Before Market Discovers
CSR Golden Portfolio is a model portfolio which holds eight Chinese stocks with the best long term growth potential *. During the past year (from March 31st, 2005 to March 31st, 2006), its value appreciated by 51.2%, while S&P 500 increased only 9.7%. Next twenty to thirty years will be a golden period for a rising China. As China's influence on the world market grows over time, many great investment opportunities will continue to emerge. Our Golden Portfolio is designed to identify the best stocks from this universe of opportunities. All final stock selections must be approved by Director of Research, Li Wang.
All of the stocks selected into CSR Golden Portfolio are traded in the global financial markets which are accessible to individual investors, therefore, they are the best chance to participate in China’s rapid economic growth. The current stock selections are presented to Members Only, and are updated whenever there is change of selection. To see Current CSR Golden Portfolio Selections (Updated 4.9.06) with their positive factors, risks and performance analysis, please click here.
CSR Golden Portfolio Performance
CSR Golden Portfolio performance is published to the public on a quarterly basis.
During the first quarter of 2006, CSR Golden Portfolio rose by 13.5%, significantly better than S&P 500’s 3.7%, NASDAQ Composite’s 6.1%, Dow Jones Industrial’s 3.7% and Shanghai Composite’s 11.8%. However, the high risk embedded in the Portfolio cannot be ignored. Its standard deviation on daily portfolio value changes for the year of 2005 was 1.0%, which was considerably higher than the U.S. indices.
Current CSR Golden Portfolio Holdings - for Members Only
On April 7th, 2005, CSR Golden Portfolio was expanded from five stocks to eight stocks to reflect a larger pool of Chinese stocks traded overseas and to capture more long-term investment opportunities. To see current CSR Golden Portfolio holdings with their positive factors, risks and performance analysis, please click here.
Historical CSR Golden Portfolio Holdings
CSR Golden Portfolio Investment Philosophies
CSR Golden Portfolio aims to discover value stocks with high growth potential in the universe of the Chinese stocks publicly-traded in the global stock markets. Next twenty to thirty years will be a golden period for a rising China. As China's influence on the world market grows over time, many great investment opportunities will continue to emerge. Our Golden Portfolio is designed to identify the best stocks from this universe of opportunities. Our Golden Portfolio Quantitative Model screens the stocks with important criteria, such as low P/E, low P/S, low P/B, high profit margin, high ROE, high growth, high PEG ratio, high liquidity ratios, etc. Then the pre-screened stocks are reviewed through qualitative analysis on industry, the company itself, competitors and other factors.
* On April 7th, 2005, CSR Golden Portfolio was expanded from five stocks to eight stocks to reflect a larger pool of Chinese stocks traded overseas and to capture more long-term investment opportunities.
IMPORTANT: CSR Golden Portfolio is NOT a Buy recommendation for the stocks in the portfolio. High returns are associated with high risks. Please consult with your financial advisor to determine whether the stocks are suitable to your financial situation. The portfolio is a research model portfolio instead of a trading portfolio. CSR does not possess the stocks in the portfolio.